SANTA ROSA SUNRISE ROTARY FOUNDATION (EIN 680339109) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile

Principal Officer

JACK STRANGE

Phone

7075460272

Tax Period

2021-07-01 to 2022-06-30

SANTA ROSA SUNRISE ROTARY FOUNDATION is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $311K in total revenue in fiscal year 2021. Revenue fell 326% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE PROGRAMS, SERVICES AND SCHOLARSHIPS TO THE LOCAL, REGIONAL AND INTERNATIONAL COMMUNITIES FOR THOSE IN NEED. ALSO TO PROMOTE HONESTY, INTEGRITY AND COMMUNITY SERVICE AMONG ITS MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $39,766

Program Service Revenue $0

Investment Income $-405,892

Other Revenue $54,681

TOTAL REVENUE $-311,445

Expense Breakdown

Grants Paid $96,129

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,129

Other Expenses $1,219

TOTAL EXPENSES $97,348

Year-over-Year Comparison

	2021	2020	Change
Revenue	$-311,445	$137,622	-3.3%
Expenses	$97,348	$63,390	+0.5%
Net Income	$-408,793	$74,232	-6.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER ADAMS	PRESIDENT	0.10	Officer	$0	$0	$0
PENNY MILLAR	TREASURER	0.50	Officer	$0	$0	$0
PAUL O'REAR	PAST PRESIDE	0.10	Officer	$0	$0	$0
DOUG SHUREEN	SECRETARY	0.10	Officer	$0	$0	$0
JACK STRANGE	PRESIDENT EL	0.10	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$-311,445	$97,348	$417,776	$-408,793
2021	$137,622	$63,390	$826,569	$74,232
2020	$765,535	$57,814	$749,837	$707,721
2019	$134,945	$185,706	$42,116	$-50,761

SANTA ROSA SUNRISE ROTARY FOUNDATION